• 2024 Institutional Investor Conference

  • 2022 LISA Annual Market Data

         

  • Your client's life policy needs to be managed like all assets.

         

  • We are a well-regulated field with protection under state laws

         

Our Mission

To educate policy holders and financial advisors about a life settlement as an alternative to lapse or surrender of a life insurance policy. To advance the highest standards of practice for the industry.

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THE PROCESS

A life insurance policy is an asset. It can be sold or "settled" in a regulated transaction. The policy owner transfers ownership of the policy to the buyer.

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Transparency

Transparency is a key part of life settlement regulations around the nation. Ninety percent of the US population are protected under comprehensive life settlement laws.

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